Creating an Accounts Receivable Report

The accounts receivable report provides a list of unpaid invoices broken down by:

Reference number
Client
Date
Total
Payment method

To generate an accounts receivable report, you need to:

Login to the application and select the "Reports" button on the main toolbar
Select "Accounts Receivable Report" from the reports menu at the left of the page
Choose the “Generate” button

A report will be provided in .csv format which can be opened in Excel.